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American Express
AXP

Overview Fund Activity

1,315 hedge funds and large institutions have $64.5B invested in American Express in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 522 increasing their positions, 484 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.08%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
1.23%
New
141
Increased
522
Reduced
484
Closed
127
Calls
$754M
Puts
$1.2B
Net Calls
-$449M
Net Calls Change
-$253M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$917M
3
VAM
3
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
2
Capital World Investors
California
$3.75B
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
4
State Street
Massachusetts
$3.24B
5
Bank of America
5
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
326
GAM Holding
Switzerland
$9.81M -$11.2M -143,460 -53%
BUB
327
BBVA USA Bancshares
Texas
$9.8M +$74.4K +953 +0.8%
AL
328
Airain Ltd
Guernsey
$9.71M +$9M +115,216 +1,263%
DnB Asset Management
329
DnB Asset Management
Norway
$9.64M -$2.87M -36,740 -23%
Macquarie Group
330
Macquarie Group
Australia
$9.6M -$214K -2,741 -2%
HA
331
Hays Advisory
Tennessee
$9.6M -$597K -7,645 -6%
CA
332
Cullinan Associates
Kentucky
$9.51M +$9.51M +121,717 New
TAM
333
Trillium Asset Management
Massachusetts
$9.38M +$440K +5,635 +5%
OPCM
334
Osborne Partners Capital Management
California
$9.36M -$1.56M -19,933 -14%
MIM
335
Marco Investment Management
Georgia
$9.16M +$251K +2,862 +3%
OI
336
Oakbrook Investments
Illinois
$9.14M -$18M -230,605 -66%
ZIG
337
Zuckerman Investment Group
Illinois
$9.1M +$9.1M +116,535 New
GL
338
Globe Life
Texas
$8.91M +$625K +8,000 +8%
BKBG
339
BHF Kleinwort Benson Group
Belgium
$8.9M -$488K -5,525 -5%
EIA
340
Edgemoor Investment Advisors
Maryland
$8.88M +$773K +9,895 +10%
MSA
341
Mason Street Advisors
Wisconsin
$8.82M -$23.1M -296,306 -72%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$8.8M +$1M +12,821 +13%
PCA
343
Personal Capital Advisors
California
$8.78M +$8.15M +104,259 +1,289%
LI
344
LMCG Investments
Massachusetts
$8.64M -$6.25K -80 -0.1%
MC
345
Middleton & Co
Massachusetts
$8.57M +$317K +4,060 +4%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$8.53M +$20.4K +261 +0.2%
GCM
347
Grisanti Capital Management
New York
$8.51M +$2.99M +38,294 +54%
PP
348
Patten & Patten
Tennessee
$8.5M +$1.51M +19,325 +22%
HCM
349
Highbridge Capital Management
New York
$8.34M +$8.34M +106,727 New
CK
350
Cohen Klingenstein
New York
$8.18M – – –
12 13
14
15 16